Portfolio Holdings
As of 31 Jul 2026
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LIC MF Infrastructure Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Industrial Products
9.79%
Auto Components
8.65%
Automobiles
7.69%
Banks
7.57%
Power
6.99%
Electrical Equipment
6.53%
Realty
5.66%
Ferrous Metals
5.25%
Transport Services
4.99%
Construction
4.68%
Telecom - Services
3.64%
Agricultural, Commercial & Construction Vehicles
3.60%
Aerospace & Defense
2.92%
Finance
2.22%
Others
5.92%

All Holdings

Complete list of 50 stocks, grouped by sector. Filter by industry to focus.

50 holdings30.7% top 10 weight19 sectors
#Stock% of NAVValue (₹Cr)
Industrial Products 7 stocks9.79%
3Garware Hi-Tech Films Ltd.3.58%40.99
7KSH International Ltd.2.70%30.86
26Cummins India Ltd.1.54%17.67
42Kirloskar Oil Engines Ltd.0.85%9.78
44Vidya Wires Ltd.0.72%8.23
48Ingersoll Rand (India) Ltd.0.36%4.07
50RHI Magnesita India Ltd.0.04%0.51
Auto Components 6 stocks8.65%
8Carraro India Ltd.2.65%30.36
25Divgi Torqtransfer Systems Ltd.1.61%18.44
29Tenneco Clean Air India Ltd.1.44%16.48
30Schaeffler India Ltd.1.43%16.34
38Bharat Forge Ltd.1.08%12.31
47Sansera Engineering Ltd.0.44%5.01
Automobiles 3 stocks7.69%
1Tata Motors Passenger Vehicles Ltd.3.64%41.62
14Maruti Suzuki India Ltd.2.31%26.39
23Mahindra & Mahindra Ltd.1.74%19.97
Banks 5 stocks7.57%
12ICICI Bank Ltd.2.38%27.28
32State Bank of India1.36%15.56
34Kotak Mahindra Bank Ltd.1.31%14.99
35HDFC Bank Ltd.1.29%14.74
36Axis Bank Ltd.1.23%14.05
Power 4 stocks6.99%
6Tata Power Company Ltd.2.86%32.78
9NTPC Ltd.2.53%28.96
27NLC India Ltd.1.49%17.08
49GSPL Transmission Ltd. #0.11%1.26
Electrical Equipment 3 stocks6.53%
13Schneider Electric Infrastructure Ltd.2.36%27.04
17Siemens Energy India Ltd.2.13%24.36
19Bharat Bijlee Ltd.2.04%23.38
Realty 2 stocks5.66%
4The Phoenix Mills Ltd.3.42%39.10
16Mahindra Lifespace Developers Ltd.2.24%25.60
Ferrous Metals 3 stocks5.25%
18Tata Steel Ltd.2.11%24.17
24Kirloskar Ferrous Industries Ltd.1.68%19.18
28JSW Steel Ltd.1.46%16.74
Transport Services 3 stocks4.99%
15InterGlobe Aviation Ltd.2.24%25.68
21Delhivery Ltd.1.77%20.30
39Transport Corporation Of India Ltd.0.98%11.27
Construction 2 stocks4.68%
5Larsen & Toubro Ltd.3.30%37.82
31Afcons Infrastructure Ltd.1.38%15.80
Telecom - Services 2 stocks3.64%
10Bharti Airtel Ltd.2.46%28.12
37Tata Communications Ltd.1.18%13.51
Agricultural, Commercial & Construction Vehicles 1 stocks3.60%
2Tata Motors Ltd.3.60%41.25
Aerospace & Defense 2 stocks2.92%
11Bharat Dynamics Ltd.2.43%27.87
46Bharat Electronics Ltd.0.49%5.61
Finance 2 stocks2.22%
33REC Ltd.1.34%15.36
41Power Finance Corporation Ltd.0.88%10.13
Transport Infrastructure 1 stocks1.94%
20JSW Infrastructure Ltd.1.94%22.21
Cement & Cement Products 1 stocks1.74%
22Ultratech Cement Ltd.1.74%19.97
Industrial Manufacturing 1 stocks0.89%
40Kennametal India Ltd.0.89%10.19
Chemicals & Petrochemicals 1 stocks0.74%
43Foseco India Ltd.0.74%8.44
Gas 1 stocks0.61%
45Gujarat Energy Ltd.0.61%6.94